Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Above $25,000,000 fees are negotiable. Minimum annual fee of $3,000.
Fee Estimator
Wealth management fees are either fixed, asset-based, or a combination, ranging from $1,000 to $20,000 fixed. AUM fees are tiered (see table). Financial planning/consulting fees range from $350 to $10,000 fixed or $50 to $500 hourly. Institutional investment management has a $7,500 minimum annual fee. Not-for-profit organizations may be eligible for a discount off MCWS’s stated fee schedule.
Areas of Practice
Advisor Information
Office location
2100 Market Street, Wheeling, WV, 26003
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is a sole proprietor of Corporate Wizardry, a magic entertainment business, since 1991. He dedicates minimal time to this non-investment related activity.